Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗
- 13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,857 holders are listed, largest first
- 2,857
- sum of the reported values across every holder; NULL values are excluded, never zero-filled
- $192B
- holders whose share count rose or who opened the position (new + add), by shares
- 1,355
- holders absent this quarter after holding last quarter — inferred from absence, not a sale record
- 201
Holders — quarter ended 2026-03-31
ranked by reported value · Δ shares vs 2025-12-31 · kind by shares| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $21.0B | 109,050,751 | +4,130,605 | ADD |
| 2 | STATE STREET CORP | $17.9B | 92,589,262 | +704,674 | ADD |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $16.8B | 87,220,840 | — | NO PRIOR |
| 4 | Capital Research Global Investors | $10.1B | 52,337,386 | −23,802,966 | TRIM |
| 5 | JPMORGAN CHASE & CO | $7.7B | 41,351,406 | +9,241,010 | ADD |
| 6 | DODGE & COX | $6.8B | 35,473,379 | −2,098,432 | TRIM |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $6.4B | 33,249,665 | +2,929,783 | ADD |
| 8 | MORGAN STANLEY | $5.8B | 30,123,739 | +340,155 | ADD |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.9B | 25,465,850 | — | NO PRIOR |
| 10 | BANK OF AMERICA CORP /DE/ | $4.9B | 25,393,685 | −87,840 | TRIM |
| 11 | Capital International Investors | $4.6B | 23,910,379 | −20,601,930 | TRIM |
| 12 | Fisher Asset Management, LLC | $4.3B | 22,244,732 | +444,544 | ADD |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.8B | 14,147,863 | −14,546 | TRIM |
| 14 | FMR LLC | $2.5B | 13,160,765 | +6,120,582 | ADD |
| 15 | FRANKLIN RESOURCES INC | $2.4B | 12,188,518 | −2,284,191 | TRIM |
| 16 | NORTHERN TRUST CORP | $2.3B | 12,123,723 | −54,889 | TRIM |
| 17 | Capital World Investors | $2.0B | 10,604,822 | +3,190,144 | ADD |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.0B | 10,541,522 | +154,575 | ADD |
| 19 | UBS Group AG | $1.9B | 9,902,589 | +875,919 | ADD |
| 20 | Sanders Capital, LLC | $1.8B | 9,407,278 | +11,407 | ADD |
| 21 | Invesco Ltd. | $1.8B | 9,271,810 | +137,133 | ADD |
| 22 | Bank of New York Mellon Corp | $1.7B | 8,856,343 | +443,558 | ADD |
| 23 | WELLS FARGO & COMPANY/MN | $1.7B | 8,816,965 | +60,374 | ADD |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.6B | 8,282,583 | +1,564,983 | ADD |
| 25 | DIMENSIONAL FUND ADVISORS LP | $1.5B | 7,649,112 | +95,726 | ADD |
| 26 | VANGUARD FIDUCIARY TRUST CO | $1.5B | 7,555,279 | — | NO PRIOR |
| 27 | Amundi | $1.4B | 7,472,243 | +3,070,123 | ADD |
| 28 | Legal & General Group Plc | $1.4B | 7,048,943 | +67,675 | ADD |
| 29 | Nuveen, LLC | $1.3B | 6,718,663 | −993,897 | TRIM |
| 30 | ROYAL BANK OF CANADA | $1.3B | 6,666,120 | +175,647 | ADD |
| 31 | Clearbridge Investments, LLC | $1.1B | 5,486,054 | −859,637 | TRIM |
| 32 | ALLIANCEBERNSTEIN L.P. | $960M | 5,233,109 | +50,562 | ADD |
| 33 | RAYMOND JAMES FINANCIAL INC | $944M | 4,914,898 | −416,390 | TRIM |
| 34 | Capital Wealth Planning, LLC | $889M | 4,607,925 | +317,527 | ADD |
| 35 | Swiss National Bank | $759M | 3,934,881 | +266,800 | ADD |
| 36 | AMERIPRISE FINANCIAL INC | $747M | 3,873,868 | −371,278 | TRIM |
| 37 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $733M | 3,801,995 | +1,091,456 | ADD |
| 38 | ENVESTNET ASSET MANAGEMENT INC | $652M | 3,381,606 | +597,651 | ADD |
| 39 | DEUTSCHE BANK AG\ | $619M | 3,209,809 | +397,208 | ADD |
| 40 | CIBC Bancorp USA Inc. | $606M | 3,138,969 | — | NO PRIOR |
| 41 | Mitsubishi UFJ Asset Management Co., Ltd. | $594M | 3,079,806 | +223,592 | ADD |
| 42 | Vanguard Global Advisers, LLC | $566M | 2,935,670 | — | NO PRIOR |
| 43 | BARCLAYS PLC | $561M | 2,909,292 | −66,839 | TRIM |
| 44 | LPL Financial LLC | $554M | 2,871,181 | +241,830 | ADD |
| 45 | Sumitomo Mitsui Trust Group, Inc. | $546M | 2,828,195 | −142,795 | TRIM |
| 46 | National Pension Service | $546M | 2,827,989 | +2,827,989 | NEW |
| 47 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $544M | 2,820,225 | −132,648 | TRIM |
| 48 | HSBC HOLDINGS PLC | $486M | 2,526,030 | −2,157,800 | TRIM |
| 49 | VANGUARD ASSET MANAGEMENT, Ltd | $469M | 2,431,186 | — | NO PRIOR |
| 50 | TRUIST FINANCIAL CORP | $452M | 2,345,547 | +30,526 | ADD |
| 51 | Artisan Partners Limited Partnership | $439M | 2,274,209 | +550,499 | ADD |
| 52 | BALYASNY ASSET MANAGEMENT L.P. | $428M | 2,217,541 | +2,184,555 | ADD |
| 53 | RHUMBLINE ADVISERS | $420M | 2,177,880 | +27,349 | ADD |
| 54 | VOYA INVESTMENT MANAGEMENT LLC | $415M | 2,148,852 | +501,747 | ADD |
| 55 | STIFEL FINANCIAL CORP | $407M | 2,110,075 | −19,103 | TRIM |
| 56 | Point72 Asset Management, L.P. | $395M | 2,047,379 | +1,468,748 | ADD |
| 57 | WELLINGTON MANAGEMENT GROUP LLP | $392M | 2,030,576 | −37,853 | TRIM |
| 58 | CITIGROUP INC | $381M | 1,973,699 | +338,658 | ADD |
| 59 | TWO SIGMA INVESTMENTS, LP | $377M | 1,956,183 | +1,956,183 | NEW |
| 60 | Neuberger Berman Group LLC | $367M | 1,901,690 | +53,118 | ADD |
| 61 | SCHRODER INVESTMENT MANAGEMENT GROUP | $346M | 1,847,362 | +80,140 | ADD |
| 62 | AQR CAPITAL MANAGEMENT LLC | $344M | 1,824,573 | +580,835 | ADD |
| 63 | Assenagon Asset Management S.A. | $344M | 1,783,528 | +1,181,537 | ADD |
| 64 | HighTower Advisors, LLC | $343M | 1,777,434 | −172,182 | TRIM |
| 65 | PRINCIPAL FINANCIAL GROUP INC | $337M | 1,744,607 | +11,278 | ADD |
| 66 | Haverford Trust Co | $326M | 1,691,566 | −29,696 | TRIM |
| 67 | NEW YORK STATE COMMON RETIREMENT FUND | $310M | 1,608,873 | 0 | NO CHANGE |
| 68 | MILLENNIUM MANAGEMENT LLC | $296M | 1,534,350 | +1,001,991 | ADD |
| 69 | SEI INVESTMENTS CO | $285M | 1,478,164 | +357,728 | ADD |
| 70 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $272M | 1,412,457 | +269,588 | ADD |
| 71 | PRUDENTIAL FINANCIAL INC | $271M | 1,407,353 | +321,227 | ADD |
| 72 | Qube Research & Technologies Ltd | $267M | 1,383,991 | +1,103,242 | ADD |
| 73 | JENNISON ASSOCIATES LLC | $266M | 1,378,798 | +375,655 | ADD |
| 74 | MAVERICK CAPITAL LTD | $263M | 1,364,888 | −3,954 | TRIM |
| 75 | Castle Hook Partners LP | $248M | 1,286,591 | +1,286,591 | NEW |
| 76 | D. E. Shaw & Co., Inc. | $247M | 1,282,044 | +735,727 | ADD |
| 77 | ALKEON CAPITAL MANAGEMENT LLC | $241M | 1,250,000 | 0 | NO CHANGE |
| 78 | BANK OF MONTREAL /CAN/ | $234M | 1,212,568 | −444,842 | TRIM |
| 79 | Cerity Partners LLC | $233M | 1,209,485 | +1,865 | ADD |
| 80 | NATIONAL BANK OF CANADA /FI/ | $232M | 1,203,154 | +131,494 | ADD |
| 81 | FIFTH THIRD BANCORP | $229M | 1,185,642 | +679,969 | ADD |
| 82 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $228M | 1,182,552 | −11,120 | TRIM |
| 83 | AMERICAN CENTURY COMPANIES INC | $226M | 1,171,505 | −99,725 | TRIM |
| 84 | FIRST TRUST ADVISORS LP | $223M | 1,158,267 | −1,624 | TRIM |
| 85 | AVIVA PLC | $223M | 1,154,319 | +33,154 | ADD |
| 86 | Cullen Capital Management, LLC | $222M | 1,152,069 | −38,122 | TRIM |
| 87 | CITADEL ADVISORS LLC | $218M | 1,129,201 | +81,810 | ADD |
| 88 | WELCH & FORBES LLC | $211M | 1,094,594 | −28,646 | TRIM |
| 89 | GLENMEDE TRUST CO NA | $205M | 1,064,599 | −18,098 | TRIM |
| 90 | DANSKE BANK A/S | $204M | 1,057,953 | +61,057 | ADD |
| 91 | BAHL & GAYNOR INC | $197M | 1,023,562 | +190,801 | ADD |
| 92 | Janus Henderson Group Ltd. | $196M | 1,017,402 | −2,102 | TRIM |
| 93 | Korea Investment CORP | $196M | 1,017,040 | +10,990 | ADD |
| 94 | GREAT LAKES ADVISORS, LLC | $193M | 998,611 | +35,151 | ADD |
| 95 | Quantinno Capital Management LP | $187M | 968,655 | +155,189 | ADD |
| 96 | 1832 Asset Management L.P. | $179M | 929,021 | −165,265 | TRIM |
| 97 | US BANCORP \DE\ | $178M | 924,966 | +1,919 | ADD |
| 98 | D.A. DAVIDSON & CO. | $173M | 895,509 | −29,538 | TRIM |
| 99 | WORLDQUANT MILLENNIUM ADVISORS LLC | $162M | 839,323 | +100,511 | ADD |
| 100 | GROUPAMA ASSET MANAGMENT | $162M | 839,280 | +839,280 | NEW |
| 101 | COMMONWEALTH EQUITY SERVICES, LLC | $160M | 827,901 | −37,406 | TRIM |
| 102 | Vident Advisory, LLC | $157M | 815,648 | +9,511 | ADD |
| 103 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $152M | 787,780 | −28,302 | TRIM |
| 104 | MACKENZIE FINANCIAL CORP | $144M | 744,443 | +84,485 | ADD |
| 105 | ATALANTA SOSNOFF CAPITAL, LLC | $141M | 729,273 | +600 | ADD |
| 106 | STATE OF WISCONSIN INVESTMENT BOARD | $140M | 727,412 | +12,343 | ADD |
| 107 | Baird Financial Group, Inc. | $139M | 719,785 | +719,785 | NEW |
| 108 | Capital International, Inc./CA/ | $135M | 700,695 | +176,937 | ADD |
| 109 | Chevy Chase Trust Holdings, LLC | $131M | 677,296 | −17,568 | TRIM |
| 110 | Cetera Investment Advisers | $128M | 661,761 | +53,278 | ADD |
| 111 | COMMERCE BANK | $125M | 648,741 | +142,343 | ADD |
| 112 | Creative Planning | $124M | 644,643 | +27,974 | ADD |
| 113 | Rockefeller Capital Management L.P. | $124M | 642,575 | +39,092 | ADD |
| 114 | CRAWFORD INVESTMENT COUNSEL INC | $123M | 639,074 | −44,720 | TRIM |
| 115 | UniSuper Management Pty Ltd | $122M | 634,105 | +65 | ADD |
| 116 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $122M | 630,616 | +131,255 | ADD |
| 117 | ROYAL LONDON ASSET MANAGEMENT LTD | $121M | 628,682 | +17,987 | ADD |
| 118 | Squarepoint Ops LLC | $121M | 627,272 | +174,995 | ADD |
| 119 | Aberdeen Group plc | $121M | 626,301 | +6,408 | ADD |
| 120 | KEYBANK NATIONAL ASSOCIATION/OH | $121M | 625,713 | −1,683 | TRIM |
| 121 | Sequoia Financial Advisors, LLC | $120M | 624,341 | +9,227 | ADD |
| 122 | Mitsubishi UFJ Trust & Banking Corp | $118M | 612,944 | +22,364 | ADD |
| 123 | Gladstone Capital Management LLP | $116M | 602,463 | −48,502 | TRIM |
| 124 | Asset Management One Co., Ltd. | $115M | 596,558 | +41,320 | ADD |
| 125 | Vanguard Investments Australia, Ltd. | $114M | 589,583 | — | NO PRIOR |
| 126 | KING LUTHER CAPITAL MANAGEMENT CORP | $114M | 588,823 | +197,673 | ADD |
| 127 | AdviceOne Advisory Services, LLC | $111M | 577,950 | −40,502 | TRIM |
| 128 | Pictet Asset Management Holding SA | $111M | 575,337 | −10,235 | TRIM |
| 129 | TORONTO DOMINION BANK | $111M | 574,357 | −294,838 | TRIM |
| 130 | Woodline Partners LP | $111M | 573,246 | +352,405 | ADD |
| 131 | Ensign Peak Advisors, Inc | $109M | 562,919 | +31,884 | ADD |
| 132 | Rokos Capital Management LLP | $107M | 556,152 | +556,152 | NEW |
| 133 | Focused Investors LLC | $107M | 555,450 | −204,600 | TRIM |
| 134 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $107M | 552,870 | −45,772 | TRIM |
| 135 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $106M | 704,867 | −40,992 | TRIM |
| 136 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $106M | 547,999 | +8,122 | ADD |
| 137 | MAI Capital Management | $105M | 544,270 | −9,502 | TRIM |
| 138 | Mariner, LLC | $103M | 536,221 | +74,909 | ADD |
| 139 | Clark Capital Management Group, Inc. | $101M | 522,163 | +6,061 | ADD |
| 140 | M&T BANK CORP | $99.9M | 518,117 | −6,918 | TRIM |
| 141 | Universal- Beteiligungs- und Servicegesellschaft mbH | $99.7M | 520,269 | +38,630 | ADD |
| 142 | VICTORY CAPITAL MANAGEMENT INC | $99.3M | 514,814 | +3,349 | ADD |
| 143 | TD ASSET MANAGEMENT INC | $98.6M | 510,966 | −37,368 | TRIM |
| 144 | Calamos Advisors LLC | $97.0M | 503,016 | +17,752 | ADD |
| 145 | OSAIC HOLDINGS, INC. | $93.0M | 481,913 | −12,725 | TRIM |
| 146 | Empower Advisory Group, LLC | $91.6M | 474,786 | +37,256 | ADD |
| 147 | Allspring Global Investments Holdings, LLC | $91.5M | 469,740 | −42,466 | TRIM |
| 148 | Freestone Grove Partners LP | $91.1M | 472,012 | +203,213 | ADD |
| 149 | GATEWAY INVESTMENT ADVISERS LLC | $90.9M | 471,281 | −77,855 | TRIM |
| 150 | OPPENHEIMER ASSET MANAGEMENT INC. | $90.1M | 467,312 | +467,312 | NEW |
| 151 | NOMURA ASSET MANAGEMENT CO LTD | $90.0M | 466,360 | +11,533 | ADD |
| 152 | Connor, Clark & Lunn Investment Management Ltd. | $89.7M | 465,119 | +350,259 | ADD |
| 153 | Welch Group, LLC | $89.4M | 463,345 | +463,345 | NEW |
| 154 | Zurich Insurance Group Ltd/FI | $89.0M | 461,564 | −286,027 | TRIM |
| 155 | LAZARD ASSET MANAGEMENT LLC | $88.7M | 460,015 | +184,751 | ADD |
| 156 | Midwest Trust Co | $88.5M | 458,723 | −10,734 | TRIM |
| 157 | State of New Jersey Common Pension Fund D | $88.4M | 458,065 | +39 | ADD |
| 158 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $87.6M | 453,878 | −92,392 | TRIM |
| 159 | MML INVESTORS SERVICES, LLC | $86.9M | 450,284 | +34,373 | ADD |
| 160 | Munro Partners | $86.6M | 448,785 | +448,785 | NEW |
| 161 | BNP Paribas Asset Management Holding S.A. | $85.2M | 441,885 | −138,907 | TRIM |
| 162 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $84.2M | 436,698 | +312,811 | ADD |
| 163 | Resona Asset Management Co.,Ltd. | $79.8M | 416,026 | +9,135 | ADD |
| 164 | TEACHER RETIREMENT SYSTEM OF TEXAS | $78.8M | 408,376 | +2,103 | ADD |
| 165 | CREDIT AGRICOLE S A | $77.5M | 401,616 | −24,830 | TRIM |
| 166 | REGIONS FINANCIAL CORP | $77.1M | 399,761 | +215,722 | ADD |
| 167 | Kinetic Partners Management, LP | $76.5M | 396,500 | +396,500 | NEW |
| 168 | Advisors Capital Management, LLC | $76.1M | 394,558 | −12,858 | TRIM |
| 169 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $74.8M | 387,919 | −99,033 | TRIM |
| 170 | DONALDSON CAPITAL MANAGEMENT, LLC | $74.3M | 384,999 | +5,486 | ADD |
| 171 | BLAIR WILLIAM & CO/IL | $74.2M | 384,627 | +7,825 | ADD |
| 172 | Robeco Institutional Asset Management B.V. | $72.6M | 376,343 | +50,722 | ADD |
| 173 | PRIMECAP MANAGEMENT CO/CA/ | $72.5M | 375,962 | −300 | TRIM |
| 174 | Zurcher Kantonalbank (Zurich Cantonalbank) | $71.6M | 371,044 | +371,044 | NEW |
| 175 | Arizona State Retirement System | $70.9M | 367,440 | −12,954 | TRIM |
| 176 | Czech National Bank | $70.5M | 365,566 | +12,025 | ADD |
| 177 | NISA INVESTMENT ADVISORS, LLC | $69.7M | 361,309 | −23,171 | TRIM |
| 178 | CIBC Asset Management Inc | $69.6M | 360,910 | +4,918 | ADD |
| 179 | LBP AM SA | $68.8M | 356,853 | −65,062 | TRIM |
| 180 | STATE OF MICHIGAN RETIREMENT SYSTEM | $67.6M | 350,600 | −400 | TRIM |
| 181 | Rafferty Asset Management, LLC | $66.8M | 346,312 | +6,697 | ADD |
| 182 | Appaloosa LP | $66.0M | 342,000 | −158,000 | TRIM |
| 183 | BECKER CAPITAL MANAGEMENT INC | $65.3M | 338,682 | −29,663 | TRIM |
| 184 | GRANDFIELD & DODD, LLC | $65.0M | 337,142 | −2,821 | TRIM |
| 185 | Lido Advisors, LLC | $64.7M | 335,436 | +35,440 | ADD |
| 186 | Kestra Advisory Services, LLC | $62.8M | 325,804 | +38,132 | ADD |
| 187 | Mirae Asset Global Investments Co., Ltd. | $62.5M | 323,876 | +86,485 | ADD |
| 188 | DAVIS R M INC | $62.0M | 321,546 | −4,985 | TRIM |
| 189 | MERCER GLOBAL ADVISORS INC /ADV | $61.8M | 320,176 | +20,267 | ADD |
| 190 | NATIXIS | $61.4M | 318,535 | +118,051 | ADD |
| 191 | CI INVESTMENTS INC. | $60.9M | 315,590 | +306,227 | ADD |
| 192 | MetLife Investment Management, LLC | $60.5M | 313,567 | −7,801 | TRIM |
| 193 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $60.3M | 312,676 | +805 | ADD |
| 194 | Swiss Life Asset Management Ltd | $60.1M | 311,597 | +37,112 | ADD |
| 195 | BANK OF NOVA SCOTIA | $58.8M | 304,987 | −129,851 | TRIM |
| 196 | J. Stern & Co. LLP | $58.3M | 302,098 | −62,119,743 | TRIM |
| 197 | BROWN ADVISORY INC | $58.1M | 301,026 | +23,379 | ADD |
| 198 | PANAGORA ASSET MANAGEMENT INC | $57.3M | 297,233 | −6,651 | TRIM |
| 199 | Mesirow Financial Investment Management, Inc. | $55.7M | 288,890 | +13,698 | ADD |
| 200 | Retirement Systems of Alabama | $55.0M | 285,047 | −182 | TRIM |
| 201 | Man Group plc | $52.8M | 273,797 | +144,617 | ADD |
| 202 | CAXTON ASSOCIATES LLP | $52.2M | 270,685 | +270,685 | NEW |
| 203 | Hudson Bay Capital Management LP | $51.8M | 268,555 | +268,555 | NEW |
| 204 | Obermeyer Wealth Partners | $50.7M | 262,779 | −435 | TRIM |
| 205 | Saratoga Research & Investment Management | $50.0M | 259,071 | −53,932 | TRIM |
| 206 | &PARTNERS | $49.7M | 257,633 | +11,322 | ADD |
| 207 | Trexquant Investment LP | $49.4M | 256,243 | +124,830 | ADD |
| 208 | CIBC WORLD MARKET INC. | $49.0M | 253,826 | +10,154 | ADD |
| 209 | AVITY INVESTMENT MANAGEMENT INC. | $48.1M | 249,464 | −15,876 | TRIM |
| 210 | Defiance ETFs, LLC | $47.8M | 247,842 | +8,832 | ADD |
| 211 | Ilex Capital Partners (UK) LLP | $47.8M | 247,798 | +247,798 | NEW |
| 212 | TD Waterhouse Canada Inc. | $47.8M | 244,888 | +75,717 | ADD |
| 213 | Federation des caisses Desjardins du Quebec | $46.7M | 242,150 | +33,663 | ADD |
| 214 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $45.9M | 238,044 | −33,741 | TRIM |
| 215 | ARS Investment Partners, LLC | $45.4M | 235,392 | +23,222 | ADD |
| 216 | Empowered Funds, LLC | $45.4M | 235,197 | +235,197 | NEW |
| 217 | ZACKS INVESTMENT MANAGEMENT | $45.3M | 234,992 | −5,909 | TRIM |
| 218 | AE Wealth Management LLC | $45.1M | 233,882 | +15,833 | ADD |
| 219 | Curi Capital, LLC | $44.7M | 231,689 | +9,847 | ADD |
| 220 | PINNACLE ASSOCIATES LTD | $44.4M | 230,294 | −186 | TRIM |
| 221 | Daiwa Securities Group Inc. | $44.2M | 229,059 | +12,589 | ADD |
| 222 | ASSETMARK, INC | $43.6M | 226,213 | −30,916 | TRIM |
| 223 | MARKEL GROUP INC. | $43.2M | 224,000 | 0 | NO CHANGE |
| 224 | XPONANCE LLC | $43.0M | 222,666 | +33,228 | ADD |
| 225 | FACTORY MUTUAL INSURANCE CO | $42.8M | 221,815 | +1,700 | ADD |
| 226 | TUDOR INVESTMENT CORP ET AL | $42.6M | 220,795 | +220,795 | NEW |
| 227 | SALEM INVESTMENT COUNSELORS INC | $42.5M | 220,342 | +415 | ADD |
| 228 | Vanguard Personalized Indexing Management, LLC | $42.5M | 220,256 | +7,312 | ADD |
| 229 | Allworth Financial LP | $42.3M | 219,489 | +3,997 | ADD |
| 230 | DEPRINCE RACE & ZOLLO INC | $42.2M | 218,995 | −12,570 | TRIM |
| 231 | Jefferies Financial Group Inc. | $42.0M | 217,780 | +138,381 | ADD |
| 232 | Utah Retirement Systems | $42.0M | 217,521 | −3,528 | TRIM |
| 233 | Hemenway Trust Co LLC | $41.9M | 216,956 | −7,656 | TRIM |
| 234 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $41.8M | 216,522 | +42,048 | ADD |
| 235 | Smith Salley Wealth Management | $41.3M | 213,989 | +5,673 | ADD |
| 236 | Verity & Verity, LLC | $41.0M | 212,704 | −604 | TRIM |
| 237 | Tredje AP-fonden | $40.8M | 211,519 | +211,519 | NEW |
| 238 | Beacon Pointe Advisors, LLC | $40.7M | 210,818 | +53,027 | ADD |
| 239 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $40.6M | 210,449 | +210,449 | NEW |
| 240 | MARK ASSET MANAGEMENT LP | $40.6M | 210,306 | −12,488 | TRIM |
| 241 | U.S. Capital Wealth Advisors, LLC | $40.5M | 210,156 | +22,008 | ADD |
| 242 | KESTRA PRIVATE WEALTH SERVICES, LLC | $40.3M | 208,954 | +208,954 | NEW |
| 243 | Steward Partners Investment Advisory, LLC | $40.3M | 208,779 | +17,973 | ADD |
| 244 | RWA WEALTH PARTNERS, LLC | $40.2M | 208,458 | +101 | ADD |
| 245 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $40.0M | 207,240 | −17,628 | TRIM |
| 246 | MUFG Securities EMEA plc | $39.5M | 204,729 | +149,763 | ADD |
| 247 | EP Wealth Advisors, LLC | $39.3M | 203,673 | −10,578 | TRIM |
| 248 | Carnegie Investment Counsel | $39.2M | 216,249 | −17,640 | TRIM |
| 249 | Americana Partners, LLC | $38.8M | 201,338 | −179 | TRIM |
| 250 | CWM, LLC | $38.6M | 200,028 | −7,436 | TRIM |
| 251 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | $38.6M | 200,000 | +125,000 | ADD |
| 252 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $38.1M | 197,399 | +68,413 | ADD |
| 253 | NEOS Investment Management LLC | $37.8M | 195,942 | +10,553 | ADD |
| 254 | ProShare Advisors LLC | $37.8M | 195,725 | −50,811 | TRIM |
| 255 | FRANKLIN STREET ADVISORS INC /NC | $37.7M | 195,662 | −9,388 | TRIM |
| 256 | Pathstone Holdings, LLC | $37.1M | 192,576 | +1,686 | ADD |
| 257 | BRAUN STACEY ASSOCIATES INC | $36.8M | 191,007 | +13 | ADD |
| 258 | QRG CAPITAL MANAGEMENT, INC. | $36.8M | 190,926 | +4,996 | ADD |
| 259 | Vontobel Holding Ltd. | $36.4M | 188,702 | −46,364 | TRIM |
| 260 | Schonfeld Strategic Advisors LLC | $36.2M | 187,448 | +187,448 | NEW |
| 261 | HM PAYSON & CO | $36.0M | 186,717 | +1,962 | ADD |
| 262 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $36.0M | 186,379 | +2,618 | ADD |
| 263 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $35.6M | 184,789 | −52,736 | TRIM |
| 264 | OPPENHEIMER & CO INC | $35.4M | 183,279 | +183,279 | NEW |
| 265 | FIDUCIARY TRUST CO | $35.3M | 182,768 | +182,768 | NEW |
| 266 | Clearstead Advisors, LLC | $35.2M | 182,690 | +7,536 | ADD |
| 267 | Eurizon Capital SGR S.p.A. | $35.1M | 183,145 | +17,942 | ADD |
| 268 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $35.0M | 181,654 | −6,725 | TRIM |
| 269 | Investment Management Corp of Ontario | $34.8M | 180,623 | +48,870 | ADD |
| 270 | Atlantic Union Bankshares Corp | $34.7M | 180,073 | +13,354 | ADD |
| 271 | CONNING INC. | $34.6M | 179,150 | −17,972 | TRIM |
| 272 | BRADLEY FOSTER & SARGENT INC/CT | $34.5M | 178,758 | +226 | ADD |
| 273 | Venture Visionary Partners LLC | $34.5M | 178,620 | +933 | ADD |
| 274 | Sumitomo Mitsui DS Asset Management Company, Ltd | $34.4M | 178,138 | +5,878 | ADD |
| 275 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $34.0M | 176,077 | −1,635 | TRIM |
| 276 | Alvarez & Marsal Private Wealth Partners, LLC | $33.9M | 175,899 | +1,197 | ADD |
| 277 | Douglas Lane & Associates, LLC | $33.8M | 175,024 | −5,246 | TRIM |
| 278 | ASSOCIATED BANC-CORP | $33.7M | 174,555 | −184,470 | TRIM |
| 279 | GODSEY & GIBB, INC | $33.5M | 173,709 | −12,029 | TRIM |
| 280 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $33.5M | 173,426 | +2,627 | ADD |
| 281 | Stillwater Capital Advisors, LLC | $33.4M | 173,060 | −3,505 | TRIM |
| 282 | SCOTIA CAPITAL INC. | $33.3M | 172,783 | +12,028 | ADD |
| 283 | MEYER HANDELMAN CO | $33.2M | 172,126 | −3,105 | TRIM |
| 284 | Pinnacle Financial Partners, Inc. | $33.2M | 171,837 | −1,425 | TRIM |
| 285 | Private Advisor Group, LLC | $33.1M | 171,407 | −1,534 | TRIM |
| 286 | KANAWHA CAPITAL MANAGEMENT LLC | $32.9M | 170,515 | +147 | ADD |
| 287 | Cresset Asset Management, LLC | $32.9M | 170,415 | −8,302 | TRIM |
| 288 | OFI INVEST ASSET MANAGEMENT | $32.8M | 195,422 | +195,422 | NEW |
| 289 | NorthCrest Asset Manangement, LLC | $32.5M | 165,554 | −55,362 | TRIM |
| 290 | Union Bancaire Privee, UBP SA | $32.4M | 185,742 | −21,824 | TRIM |
| 291 | SCOPUS ASSET MANAGEMENT, L.P. | $32.2M | 166,822 | +85,593 | ADD |
| 292 | UMB Bank, n.a. | $32.1M | 166,332 | −1,969 | TRIM |
| 293 | Rings Capital Management LLC | $31.8M | 165,000 | 0 | NO CHANGE |
| 294 | HB Wealth Management, LLC | $31.6M | 163,866 | +3,189 | ADD |
| 295 | Voleon Capital Management LP | $31.4M | 162,579 | +110,671 | ADD |
| 296 | 71 West Capital Partners | $31.0M | 160,716 | +9,642 | ADD |
| 297 | Equitable Holdings, Inc. | $30.5M | 164,102 | +75,472 | ADD |
| 298 | MACQUARIE GROUP LTD | $30.4M | 157,527 | +9,665 | ADD |
| 299 | Allianz Asset Management GmbH | $30.0M | 155,470 | +15,376 | ADD |
| 300 | Arnhold LLC | $29.9M | 155,038 | 0 | NO CHANGE |
| 301 | Connecticut Wealth Management, LLC | $29.8M | 154,643 | −5,717 | TRIM |
| 302 | Quadrature Capital Ltd | $29.8M | 154,538 | +139,160 | ADD |
| 303 | Cohen Klingenstein LLC | $29.8M | 154,527 | 0 | NO CHANGE |
| 304 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $29.7M | 153,707 | +200 | ADD |
| 305 | Gotham Asset Management, LLC | $29.0M | 150,314 | +3,161 | ADD |
| 306 | GENERAL AMERICAN INVESTORS CO INC | $28.9M | 150,000 | −5,000 | TRIM |
| 307 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $28.9M | 149,648 | −1,485 | TRIM |
| 308 | AIA Group Ltd | $28.8M | 149,341 | +73,800 | ADD |
| 309 | MARTINGALE ASSET MANAGEMENT L P | $28.8M | 149,244 | −5,928 | TRIM |
| 310 | Iron Gate Global Advisors LLC | $28.7M | 149,000 | −4,688 | TRIM |
| 311 | JONES FINANCIAL COMPANIES LLLP | $28.6M | 148,254 | −8,004 | TRIM |
| 312 | CLOUGH CAPITAL PARTNERS L P | $28.6M | 148,079 | +9,873 | ADD |
| 313 | PATTEN & PATTEN INC/TN | $28.5M | 147,633 | −212 | TRIM |
| 314 | PITTENGER & ANDERSON INC | $28.4M | 147,202 | +31,691 | ADD |
| 315 | Wealthfront Advisers LLC | $28.3M | 146,831 | +9,098 | ADD |
| 316 | FIRST NATIONAL BANK OF OMAHA | $27.9M | 147,317 | −3,061 | TRIM |
| 317 | General Pension Society PZU Joint Stock Co | $27.4M | 142,005 | 0 | NO CHANGE |
| 318 | FEDERATED HERMES, INC. | $27.1M | 140,631 | −104,457 | TRIM |
| 319 | SHELTON CAPITAL MANAGEMENT | $26.6M | 138,001 | +22,158 | ADD |
| 320 | ANCHOR CAPITAL ADVISORS LLC | $26.4M | 137,071 | +75 | ADD |
| 321 | LaFleur & Godfrey LLC | $26.4M | 136,772 | −4,460 | TRIM |
| 322 | Tamar Securities, LLC | $26.0M | 134,799 | −30,792 | TRIM |
| 323 | IFM Investors Pty Ltd | $26.0M | 134,563 | +7,944 | ADD |
| 324 | Systematic Alpha Investments, LLC | $25.9M | 134,190 | 0 | NO CHANGE |
| 325 | WINDWARD CAPITAL MANAGEMENT CO /CA | $25.8M | 133,584 | −1,549 | TRIM |
| 326 | Townsend & Associates, Inc | $24.9M | 137,647 | +526 | ADD |
| 327 | Walleye Capital LLC | $24.9M | 128,922 | −114,724 | TRIM |
| 328 | Cannell & Spears LLC | $24.7M | 128,117 | −4,149 | TRIM |
| 329 | Hancock Prospecting Pty Ltd | $24.7M | 128,000 | +128,000 | NEW |
| 330 | CADINHA & CO LLC | $24.7M | 127,920 | −506 | TRIM |
| 331 | INTECH INVESTMENT MANAGEMENT LLC | $24.5M | 126,815 | −13,430 | TRIM |
| 332 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.4M | 126,746 | −6,409 | TRIM |
| 333 | GHP Investment Advisors, Inc. | $24.4M | 126,577 | −2,095 | TRIM |
| 334 | IEQ CAPITAL, LLC | $24.4M | 126,413 | −13,691 | TRIM |
| 335 | HUNTINGTON NATIONAL BANK | $24.3M | 125,788 | +125,788 | NEW |
| 336 | SEGALL BRYANT & HAMILL, LLC | $24.0M | 124,556 | −1,766 | TRIM |
| 337 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $23.7M | 122,852 | +26,129 | ADD |
| 338 | PARSONS CAPITAL MANAGEMENT INC/RI | $23.7M | 122,702 | +73,314 | ADD |
| 339 | BURNEY CO/ | $23.6M | 122,599 | −6,363 | TRIM |
| 340 | ING GROEP NV | $23.6M | 122,316 | −187,359 | TRIM |
| 341 | Merit Financial Group, LLC | $23.4M | 121,268 | +9,028 | ADD |
| 342 | Chesley Taft & Associates LLC | $23.4M | 121,195 | −1,539 | TRIM |
| 343 | Capital Investment Advisors, LLC | $23.4M | 121,113 | −2,145 | TRIM |
| 344 | SKBA CAPITAL MANAGEMENT LLC | $23.3M | 120,814 | −25,800 | TRIM |
| 345 | Brookstone Capital Management | $23.3M | 120,708 | +1,586 | ADD |
| 346 | Glenview Trust Co | $23.3M | 120,689 | −224 | TRIM |
| 347 | Bryn Mawr Trust Advisors, LLC | $23.1M | 119,621 | −21,283 | TRIM |
| 348 | Tidal Investments LLC | $23.0M | 119,588 | +61,136 | ADD |
| 349 | Principle Wealth Partners LLC | $22.8M | 117,967 | −714 | TRIM |
| 350 | SCS Capital Management LLC | $22.5M | 116,762 | −68,850 | TRIM |
| 351 | PINEBRIDGE INVESTMENTS LLC | $22.5M | 116,589 | +48,150 | ADD |
| 352 | Hamilton Point Investment Advisors, LLC | $22.4M | 115,885 | −452 | TRIM |
| 353 | DELTA ASSET MANAGEMENT LLC/TN | $22.3M | 115,399 | −1,836 | TRIM |
| 354 | Callan Family Office, LLC | $22.2M | 115,219 | −5,669 | TRIM |
| 355 | CUTLER INVESTMENT COUNSEL LLC | $22.2M | 114,965 | −1,373 | TRIM |
| 356 | TCTC Holdings, LLC | $22.2M | 114,887 | −504 | TRIM |
| 357 | FARMERS & MERCHANTS INVESTMENTS INC | $22.2M | 114,879 | −550 | TRIM |
| 358 | KORNITZER CAPITAL MANAGEMENT INC /KS | $22.1M | 114,824 | −691 | TRIM |
| 359 | Savant Capital, LLC | $22.1M | 114,760 | +15,291 | ADD |
| 360 | Orion Porfolio Solutions, LLC | $21.9M | 113,747 | −7,017 | TRIM |
| 361 | DAVENPORT & Co LLC | $21.9M | 113,709 | +558 | ADD |
| 362 | Bragg Financial Advisors, Inc | $21.9M | 113,536 | −1,569 | TRIM |
| 363 | EVERETT HARRIS & CO /CA/ | $21.8M | 113,162 | −1,939 | TRIM |
| 364 | Banco Santander, S.A. | $21.8M | 112,993 | +90,543 | ADD |
| 365 | RPG Investment Advisory, LLC | $21.5M | 111,580 | −24,633 | TRIM |
| 366 | ADELL HARRIMAN & CARPENTER INC | $21.3M | 110,172 | +2,626 | ADD |
| 367 | Moors & Cabot, Inc. | $21.1M | 109,449 | −4,264 | TRIM |
| 368 | Mediolanum International Funds Ltd | $21.1M | 112,518 | +70,829 | ADD |
| 369 | Broderick Brian C | $20.9M | 108,451 | +2,824 | ADD |
| 370 | Aptus Capital Advisors, LLC | $20.9M | 108,244 | −7,444 | TRIM |
| 371 | TOWER BRIDGE ADVISORS | $20.3M | 105,144 | +2,579 | ADD |
| 372 | CENTRAL TRUST Co | $20.2M | 104,585 | −1,482 | TRIM |
| 373 | CHOREO, LLC | $20.1M | 103,974 | +5,861 | ADD |
| 374 | Advisors Asset Management, Inc. | $19.7M | 102,208 | +1,368 | ADD |
| 375 | Focus Partners Wealth | $19.6M | 102,443 | −57,779 | TRIM |
| 376 | HIGHLAND CAPITAL MANAGEMENT, LLC | $19.6M | 101,420 | −654 | TRIM |
| 377 | Archon Partners LLC | $19.5M | 101,000 | 0 | NO CHANGE |
| 378 | STEPHENS INC /AR/ | $19.5M | 100,495 | −3,278 | TRIM |
| 379 | Vantage Investment Partners, LLC | $19.0M | 98,458 | −7,919 | TRIM |
| 380 | YOUSIF CAPITAL MANAGEMENT, LLC | $18.9M | 98,195 | −6,065 | TRIM |
| 381 | Crossmark Global Holdings, Inc. | $18.8M | 97,670 | — | NO PRIOR |
| 382 | Harbour Trust & Investment Management Co | $18.8M | 97,584 | +2,771 | ADD |
| 383 | NOVARE CAPITAL MANAGEMENT LLC | $18.8M | 97,299 | −6,569 | TRIM |
| 384 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $18.6M | 96,351 | −1,064 | TRIM |
| 385 | OMERS ADMINISTRATION Corp | $18.5M | 96,162 | +37,990 | ADD |
| 386 | CONNORS INVESTOR SERVICES INC | $18.1M | 93,802 | −6,097 | TRIM |
| 387 | Danica Pension, Livsforsikringsaktieselskab | $18.0M | 93,385 | +93,385 | NEW |
| 388 | Epoch Investment Partners, Inc. | $17.9M | 92,652 | −264,323 | TRIM |
| 389 | LONE PEAK GLOBAL INVESTORS LLC | $17.8M | 92,239 | −21,163 | TRIM |
| 390 | Concurrent Investment Advisors, LLC | $17.7M | 91,707 | −21,332 | TRIM |
| 391 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $17.6M | 91,229 | −53,565 | TRIM |
| 392 | Capital Group Private Client Services, Inc. | $17.5M | 90,746 | −20,736 | TRIM |
| 393 | W.G. Shaheen & Associates DBA Whitney & Co | $17.3M | 89,901 | −30,513 | TRIM |
| 394 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $17.3M | 89,630 | +930 | ADD |
| 395 | Clear Harbor Asset Management, LLC | $17.3M | 89,426 | +586 | ADD |
| 396 | JANE STREET GROUP, LLC | $17.2M | 89,316 | −22,487 | TRIM |
| 397 | Norinchukin Bank, The | $17.1M | 88,624 | +181 | ADD |
| 398 | CANANDAIGUA NATIONAL CORP | $17.0M | 88,243 | — | NO PRIOR |
| 399 | EXCHANGE TRADED CONCEPTS, LLC | $17.0M | 88,035 | +4,468 | ADD |
| 400 | BFSG, LLC | $16.9M | 87,652 | −1,606 | TRIM |
| 401 | JB Capital LLC | $16.8M | 87,081 | −748 | TRIM |
| 402 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $16.7M | 86,827 | +86,827 | NEW |
| 403 | Haverford Financial Services, Inc. | $16.7M | 86,676 | −1,581 | TRIM |
| 404 | Walleye Trading LLC | $16.7M | 86,664 | +44,715 | ADD |
| 405 | BOURGEON CAPITAL MANAGEMENT LLC | $16.7M | 86,404 | +610 | ADD |
| 406 | BAXTER BROS INC | $16.6M | 85,846 | −9,450 | TRIM |
| 407 | EASTERN BANK | $16.2M | 83,781 | +327 | ADD |
| 408 | LOWE BROCKENBROUGH & CO INC | $16.2M | 83,743 | −1,247 | TRIM |
| 409 | CAMBIENT FAMILY OFFICE, LLC | $16.1M | 83,328 | +399 | ADD |
| 410 | AG2R LA MONDIALE GESTION D'ACTIFS | $15.9M | 82,543 | +14,224 | ADD |
| 411 | Stanley-Laman Group, Ltd. | $15.9M | 82,179 | +1,865 | ADD |
| 412 | Ashton Thomas Private Wealth, LLC | $15.8M | 81,923 | +2,254 | ADD |
| 413 | NBT BANK, N.A. | $15.8M | 81,831 | −776 | TRIM |
| 414 | MIZUHO SECURITIES USA LLC | $15.7M | 81,147 | −16,479 | TRIM |
| 415 | Capital International Sarl | $15.6M | 81,065 | +17,078 | ADD |
| 416 | Vestmark Advisory Solutions, Inc. | $15.6M | 80,945 | +20,580 | ADD |
| 417 | Fiduciary Group, LLC | $15.6M | 80,919 | −656 | TRIM |
| 418 | Carmel Capital Management L.L.C. | $15.5M | 80,176 | −1,140 | TRIM |
| 419 | Wilmington Savings Fund Society, FSB | $15.4M | 79,985 | −436 | TRIM |
| 420 | Renaissance Investment Group LLC | $15.3M | 79,322 | −5,861 | TRIM |
| 421 | JGP Wealth Management, LLC | $15.3M | 79,120 | −8,840 | TRIM |
| 422 | Cyndeo Wealth Partners, LLC | $15.2M | 78,940 | +19,671 | ADD |
| 423 | Summit Financial Wealth Advisors, LLC | $15.2M | 78,665 | −21,147 | TRIM |
| 424 | Sky Investment Group LLC | $15.1M | 78,254 | −1,941 | TRIM |
| 425 | Linscomb Wealth, Inc. | $15.1M | 78,092 | −25,506 | TRIM |
| 426 | Summit Trail Advisors, LLC | $15.0M | 77,743 | +13,571 | ADD |
| 427 | Gradient Investments LLC | $15.0M | 77,732 | −660 | TRIM |
| 428 | M. Kraus & Co | $15.0M | 77,572 | −616 | TRIM |
| 429 | Atria Investments, Inc | $14.9M | 77,419 | +2,041 | ADD |
| 430 | FIL Ltd | $14.9M | 77,038 | −32,136 | TRIM |
| 431 | BENJAMIN EDWARDS INC | $14.8M | 76,934 | +4,023 | ADD |
| 432 | AMG National Trust Bank | $14.8M | 76,670 | +6,198 | ADD |
| 433 | HARTFORD INVESTMENT MANAGEMENT CO | $14.8M | 76,559 | −911 | TRIM |
| 434 | Rossmore Private Capital | $14.6M | 75,736 | −497 | TRIM |
| 435 | South Street Advisors LLC | $14.6M | 75,719 | +1,342 | ADD |
| 436 | LAFFER TENGLER INVESTMENTS, INC. | $14.5M | 75,002 | +2,678 | ADD |
| 437 | Framtiden Holdings Management Co LLC | $14.5M | 75,000 | 0 | NO CHANGE |
| 438 | J.W. COLE ADVISORS, INC. | $14.4M | 74,490 | 0 | NO CHANGE |
| 439 | Horizon Investments, LLC | $14.3M | 74,007 | +1,306 | ADD |
| 440 | Essex Financial Services, Inc. | $14.1M | 73,108 | +57 | ADD |
| 441 | Security National Bank | $14.1M | 73,023 | +1,571 | ADD |
| 442 | Vinva Investment Management Ltd | $14.0M | 74,955 | +34,233 | ADD |
| 443 | Matthew Goff Investment Advisor, LLC | $14.0M | 72,344 | +117 | ADD |
| 444 | Narwhal Capital Management | $13.9M | 72,202 | −152 | TRIM |
| 445 | PUZO MICHAEL J | $13.6M | 70,659 | −6,586 | TRIM |
| 446 | COMPASS CAPITAL MANAGEMENT, INC | $13.6M | 70,380 | −4,208 | TRIM |
| 447 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $13.5M | 70,202 | −59,538 | TRIM |
| 448 | LS Investment Advisors, LLC | $13.5M | 70,092 | −2,924 | TRIM |
| 449 | SFMG, LLC | $13.5M | 69,847 | −1,142 | TRIM |
| 450 | GERMAN AMERICAN BANCORP, INC. | $13.5M | 69,748 | −109 | TRIM |
| 451 | Circle Wealth Management, LLC | $13.4M | 69,565 | +1,139 | ADD |
| 452 | Ethic Inc. | $13.4M | 69,316 | +5,492 | ADD |
| 453 | Perigon Wealth Management, LLC | $13.4M | 69,294 | −5,798 | TRIM |
| 454 | Freestone Capital Holdings, LLC | $13.4M | 69,257 | +3,921 | ADD |
| 455 | COLDSTREAM CAPITAL MANAGEMENT INC | $13.3M | 69,094 | −6,025 | TRIM |
| 456 | FIRST MANHATTAN CO. LLC. | $13.3M | 69,007 | −1,772 | TRIM |
| 457 | GRIFFIN ASSET MANAGEMENT, INC. | $13.3M | 68,975 | −6,190 | TRIM |
| 458 | ALTRINSIC GLOBAL ADVISORS LLC | $13.3M | 68,818 | −3,670 | TRIM |
| 459 | Royal Fund Management, LLC | $13.2M | 68,325 | +13,672 | ADD |
| 460 | FLPUTNAM INVESTMENT MANAGEMENT CO | $13.2M | 68,210 | −4,099 | TRIM |
| 461 | Maryland State Retirement & Pension System | $13.0M | 67,461 | +753 | ADD |
| 462 | Palisade Asset Management, LLC | $13.0M | 67,359 | +67,359 | NEW |
| 463 | Bleakley Financial Group, LLC | $12.9M | 66,746 | +171 | ADD |
| 464 | Rice Partnership, LLC | $12.8M | 66,168 | −14,011 | TRIM |
| 465 | Marietta Wealth Management, LLC | $12.7M | 66,043 | −2,053 | TRIM |
| 466 | Apollon Wealth Management, LLC | $12.7M | 65,997 | +2,154 | ADD |
| 467 | Prospera Financial Services Inc | $12.7M | 65,836 | −1,040 | TRIM |
| 468 | Kidder Stephen W | $12.6M | 65,461 | −5,028 | TRIM |
| 469 | Hendershot Investments Inc. | $12.6M | 65,314 | −16,228 | TRIM |
| 470 | World Investment Advisors | $12.6M | 65,275 | +2,827 | ADD |
| 471 | Ascent Wealth Partners, LLC | $12.6M | 65,244 | +2,483 | ADD |
| 472 | TRIGLAV INVESTMENTS, D.O.O. | $12.5M | 65,000 | +65,000 | NEW |
| 473 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $12.4M | 64,299 | −3,088 | TRIM |
| 474 | SOMERVILLE KURT F | $12.3M | 63,977 | −19,085 | TRIM |
| 475 | PRINCIPAL SECURITIES, INC. | $12.3M | 63,855 | +581 | ADD |
| 476 | PETTYJOHN, WOOD & WHITE, INC | $12.3M | 63,627 | −635 | TRIM |
| 477 | Illinois Municipal Retirement Fund | $12.2M | 63,316 | +5,614 | ADD |
| 478 | Live Oak Private Wealth LLC | $12.2M | 63,242 | −8,840 | TRIM |
| 479 | AXXCESS WEALTH MANAGEMENT, LLC | $12.0M | 62,944 | +1,233 | ADD |
| 480 | LMG Wealth Partners, LLC | $12.0M | 62,269 | −207 | TRIM |
| 481 | Clarity Financial LLC | $11.9M | 61,453 | −2,866 | TRIM |
| 482 | ROMANO BROTHERS AND COMPANY | $11.8M | 61,144 | −535 | TRIM |
| 483 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $11.6M | 60,354 | −1,052 | TRIM |
| 484 | ProVise Management Group, LLC | $11.6M | 60,230 | −3,246 | TRIM |
| 485 | Yarbrough Capital, LLC | $11.6M | 59,996 | 0 | NO CHANGE |
| 486 | Teewinot Capital Advisers, L.L.C. | $11.6M | 59,992 | +21,156 | ADD |
| 487 | Nordwand Advisors, LLC | $11.6M | 59,988 | −11,835 | TRIM |
| 488 | CAISSE DES DEPOTS ET CONSIGNATIONS | $11.5M | 59,397 | −1,113 | TRIM |
| 489 | Baker Ellis Asset Management LLC | $11.3M | 58,710 | −733 | TRIM |
| 490 | Oak Asset Management, LLC | $11.3M | 58,594 | −945 | TRIM |
| 491 | BSN Capital Partners Ltd | $11.3M | 65,361 | — | NO PRIOR |
| 492 | PINKERTON WEALTH, LLC | $11.2M | 60,939 | −1,060 | TRIM |
| 493 | Stratos Investment Management, LLC | $11.1M | 57,660 | +2,970 | ADD |
| 494 | Badgley Phelps Wealth Managers, LLC | $11.1M | 57,530 | −40,638 | TRIM |
| 495 | Alphadyne Asset Management LP | $11.1M | 57,323 | +57,183 | ADD |
| 496 | Phraction Management LLC | $11.0M | 57,260 | −7,430 | TRIM |
| 497 | BOKF, NA | $11.0M | 57,221 | −162 | TRIM |
| 498 | Guardian Partners Inc. | $11.0M | 56,852 | −781 | TRIM |
| 499 | KMG FIDUCIARY PARTNERS, LLC | $11.0M | 56,937 | −8,538 | TRIM |
| 500 | Waverly Advisors, LLC | $11.0M | 56,875 | +6,117 | ADD |
Congress ↔ notable managers · RTX
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 1 Alan Armstrong R–OK $15K–$50K
- Sellers
- 0 — —
filed 2026-07-03 → 2026-10-01 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 4 Caxton Associates, Tudor Investment Corp, Gotham Asset Management, Moore Capital Management $125M held
- Trimming
- 1 Appaloosa $66.0M held
NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · RTX CORPORATION
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-07-21 | Alan Armstrong Congress | BUY | $15K–$50K |
| 2026-05-15 | Tudor Investment Corp 13F | NEW | +220,795 sh |
| 2026-05-15 | Gotham Asset Management 13F | ADD | +3,161 sh |
| 2026-05-15 | Moore Capital Management 13F | NEW | +7,062 sh |
| 2026-05-15 | Appaloosa 13F | TRIM | −158,000 sh |
| 2026-05-14 | Caxton Associates 13F | NEW | +270,685 sh |
6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade
31 members of Congress disclosed RTX — the congressional view ↗
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).